FOUNDATIONS INVESTMENT ADVISORS, LLC

Est. AUM

$3.74B

13F long equity, this entity only

Positions

1,135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE UNIVRSL USD	$152.6M	3304093	4.08%	SOLE
2	BLACKROCK ETF TRUST	ISHARES US EQUIT	$137.1M	2356202	3.67%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$130.3M	199459	3.49%	SOLE
4	NVIDIA CORPORATION	COM	$117.6M	674595	3.15%	SOLE
5	CIENA CORP	COM NEW	$91.3M	235055	2.44%	SOLE
6	BLACKROCK ETF TRUST	ISHARES INTL CTR	$88.1M	2739833	2.36%	SOLE
7	SPDR GOLD TR	GOLD SHS	$82.0M	190518	2.19%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$67.6M	117139	1.81%	SOLE
9	BLACKROCK ETF TRUST	ISHARES US THEMA	$58.3M	1609601	1.56%	SOLE
10	ISHARES TR	U.S. PHARMA ETF	$57.8M	666725	1.55%	SOLE
11	JPMORGAN CHASE & CO	COM	$54.7M	185864	1.46%	SOLE
12	MORGAN STANLEY	COM NEW	$51.2M	311310	1.37%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$47.2M	107995	1.26%	SOLE
14	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$46.8M	1399847	1.25%	SOLE
15	ORACLE CORP	COM	$43.8M	297841	1.17%	SOLE
16	ASML HLDG NV	N Y REGISTRY SHS	$43.0M	32558	1.15%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$42.8M	594014	1.15%	SOLE
18	ISHARES TR	MBS ETF	$41.6M	438287	1.11%	SOLE
19	ROBINHOOD MKTS INC	COM CL A	$40.1M	578535	1.07%	SOLE
20	ISHARES TR	SELECT US REIT	$37.8M	610103	1.01%	SOLE
21	TWO RDS SHARED TR	REGENTS PK HDGD	$37.2M	3840156	1.00%	SOLE
22	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$34.0M	742573	0.91%	SOLE
23	RTX CORPORATION	COM	$33.6M	174180	0.90%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$32.2M	100287	0.86%	SOLE
25	ISHARES SILVER TR	ISHARES	$31.4M	460320	0.84%	SOLE
26	PACER FDS TR	ARISTOTLE PACIFI	$27.4M	591845	0.73%	SOLE
27	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$27.3M	399315	0.73%	SOLE
28	DOUBLELINE ETF TRUST	MORTGAGE ETF	$24.7M	500321	0.66%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$24.4M	686966	0.65%	SOLE
30	ALTRIA GROUP INC	COM	$23.5M	356060	0.63%	SOLE
31	ISHARES TR	EAFE GRWTH ETF	$23.1M	207606	0.62%	SOLE
32	WILLIAMS COS INC	COM	$21.3M	292754	0.57%	SOLE
33	ISHARES TR	CORE 40/60 MODER	$21.3M	449787	0.57%	SOLE
34	VANGUARD WELLINGTON FD	US MINIMUM	$21.3M	159599	0.57%	SOLE
35	VANGUARD WELLINGTON FD	US QUALITY	$21.1M	141102	0.56%	SOLE
36	MASTERCARD INCORPORATED	CL A	$20.7M	41390	0.55%	SOLE
37	SALESFORCE INC	COM	$19.1M	102403	0.51%	SOLE
38	PHILIP MORRIS INTL INC	COM	$18.4M	111582	0.49%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET ENE	$18.4M	300054	0.49%	SOLE
40	DOUBLELINE ETF TRUST	SHILLER CAPE U S	$18.1M	587292	0.48%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P MDCP VLU MNT	$17.3M	266188	0.46%	SOLE
42	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$17.3M	214087	0.46%	SOLE
43	BROADCOM INC	COM	$16.4M	52830	0.44%	SOLE
44	SCHWAB STRATEGIC TR	US LCAP GR ETF	$16.2M	556415	0.43%	SOLE
45	ISHARES TR	7-10 YR TRSY BD	$15.8M	165738	0.42%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET UTI	$15.8M	344610	0.42%	SOLE
47	PACER FDS TR	US LRG CP CASH	$15.8M	468257	0.42%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.8M	32888	0.42%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$15.3M	21960	0.41%	SOLE
50	DOUBLELINE ETF TRUST	FORTUNE 500 EQUA	$14.7M	453520	0.39%	SOLE

1–50 of 1,135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.